Pipedrive

How to connect your Pipedrive instance to Coworker

Prequisites

• A Pipedrive account with sufficient permissions

Important note: the scope of the data which will be synchronized to Coworker is defined by the user behind the API key. We recommend that you create a service account which will have the right permissions, ie. no access to sensitive deals/data.

Generating the credentials

Log in as the service account which will make the API key, and go to the API settings page (/settings/api).

Click on "Generate" to make a new API key.

Although Pipedrive does not offer granularity on the permissions associated to a token, Coworker will not be making any write operation on your data. In order to sync your data in real time, webhooks will be configured, this is the only write action which will be done.

Information required for the Coworker connection:

• api_key: the API key generated above

• start_date: the date of the first document that should be synchronized. No document updated before that will be synchronized. Format: ISO8601 date, ie. 2024-05-01T00:00:00Z